Join our hosts as they unpack the shift many law firms are making from QuickBooks Desktop to modern, cloud tools like QuickBooks Online. They cover why firms are moving, what makes migrations tricky (hello, legacy data), and how to plan a smooth cutover—without losing your audit trail or your mind.

You’ll learn:

Where Desktop falls short for today’s remote, integrated workflows
How to scope a migration (what history to keep, what to archive)
Data pitfalls to watch: corrupted files, class/job mapping, custom fields, IOLTA nuances, and attachment handling
A practical prep list: cleanup, cutover date, sandbox testing, and training
When to DIY vs. bring in a migration partner—and how to brief them

00:24 QuickBooks Desktop: A Legacy Software
01:15 Challenges with QuickBooks Desktop
02:34 Transitioning to QuickBooks Online
04:40 Data Migration Complexities
11:11 The Evolution of QuickBooks
14:32 A Troublesome QuickBooks File
14:56 The Importance of Data Backup
15:40 Community Knowledge Sharing
16:11 Challenges with Desktop and Online Integration
16:39 Migrating Data and Ensuring Accuracy
18:31 Starting Fresh with New Files
22:38 Converting to Different Ledger Systems

Be sure to subscribe for more episodes!
Find us on Spotify and Google Podcasts as well!

If you have questions, topic requests, or guest suggestions you can email us at info@accountantslawpod.com or send us a message through our website, www.accountantslawpod.com

If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up!

If you want to follow along with Steve’s airstream adventures, as well as Accountants Law Pod updates, be sure to follow us on instagram at Accountants Law Pod.

Accountants Law Pod is hosted by Lynda Artesani, Sarah Prevost, and Steve Libhart and directed/produced by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay - Edited by audiovideo_uk

Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as legal, financial, or professional advice.